Washington Trust Bank’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Buy |
1,341
+70
| +6% | +$22.3K | 0.04% | 149 |
|
|
2025
Q1 | $342K | Sell |
1,271
-1,211
| -49% | -$326K | 0.03% | 157 |
|
|
2024
Q4 | $737K | Buy |
2,482
+750
| +43% | +$223K | 0.07% | 117 |
|
|
2024
Q3 | $470K | Buy |
1,732
+32
| +2% | +$8.68K | 0.05% | 130 |
|
|
2024
Q2 | $394K | Sell |
1,700
-353
| -17% | -$81.7K | 0.04% | 141 |
|
|
2024
Q1 | $467K | Buy |
2,053
+161
| +9% | +$36.7K | 0.04% | 141 |
|
|
2023
Q4 | $354K | Sell |
1,892
-75
| -4% | -$14.1K | 0.03% | 170 |
|
|
2023
Q3 | $293K | Hold |
1,967
| – | – | 0.03% | 177 |
|
|
2023
Q2 | $343K | Buy |
1,967
+92
| +5% | +$16K | 0.04% | 166 |
|
|
2023
Q1 | $309K | Hold |
1,875
| – | – | 0.03% | 175 |
|
|
2022
Q4 | $277K | Hold |
1,875
| – | – | 0.03% | 180 |
|
|
2022
Q3 | $253K | Hold |
1,875
| – | – | 0.03% | 185 |
|
|
2022
Q2 | $260K | Hold |
1,875
| – | – | 0.03% | 185 |
|
|
2022
Q1 | $351K | Sell |
1,875
-52
| -3% | -$9.73K | 0.04% | 171 |
|
|
2021
Q4 | $315K | Hold |
1,927
| – | – | 0.03% | 179 |
|
|
2021
Q3 | $322K | Buy |
1,927
+2
| +0.1% | +$334 | 0.04% | 146 |
|
|
2021
Q2 | $318K | Sell |
1,925
-48
| -2% | -$7.93K | 0.04% | 141 |
|
|
2021
Q1 | $279K | Sell |
1,973
-31
| -2% | -$4.38K | 0.03% | 148 |
|
|
2020
Q4 | $242K | Buy |
+2,004
| New | +$242K | 0.03% | 158 |
|
|
2020
Q2 | – | Sell |
-2,403
| Closed | -$205K | – | 183 |
|
|
2020
Q1 | $205K | Buy |
2,403
+29
| +1% | +$2.47K | 0.04% | 161 |
|
|
2019
Q4 | $295K | Hold |
2,374
| – | – | 0.04% | 165 |
|
|
2019
Q3 | $281K | Hold |
2,374
| – | – | 0.05% | 158 |
|
|
2019
Q2 | $293K | Hold |
2,374
| – | – | 0.05% | 155 |
|
|
2019
Q1 | $259K | Buy |
2,374
+25
| +1% | +$2.73K | 0.04% | 168 |
|
|
2018
Q4 | $224K | Hold |
2,349
| – | – | 0.03% | 198 |
|
|
2018
Q3 | $250K | Sell |
2,349
-2,258
| -49% | -$240K | 0.04% | 196 |
|
|
2018
Q2 | $451K | Sell |
4,607
-4,100
| -47% | -$401K | 0.06% | 137 |
|
|
2018
Q1 | $813K | Buy |
8,707
+500
| +6% | +$46.7K | 0.12% | 98 |
|
|
2017
Q4 | $815K | Buy |
8,207
+500
| +6% | +$49.7K | 0.12% | 110 |
|
|
2017
Q3 | $697K | Sell |
7,707
-601
| -7% | -$54.4K | 0.11% | 108 |
|
|
2017
Q2 | $700K | Hold |
8,308
| – | – | 0.15% | 97 |
|
|
2017
Q1 | $657K | Sell |
8,308
-2,061
| -20% | -$163K | 0.14% | 100 |
|
|
2016
Q4 | $768K | Sell |
10,369
-59
| -0.6% | -$4.37K | 0.17% | 91 |
|
|
2016
Q3 | $668K | Sell |
10,428
-6
| -0.1% | -$384 | 0.16% | 94 |
|
|
2016
Q2 | $634K | Sell |
10,434
-426
| -4% | -$25.9K | 0.16% | 96 |
|
|
2016
Q1 | $667K | Buy |
10,860
+470
| +5% | +$28.9K | 0.17% | 95 |
|
|
2015
Q4 | $723K | Sell |
10,390
-566
| -5% | -$39.4K | 0.16% | 105 |
|
|
2015
Q3 | $812K | Buy |
10,956
+1,131
| +12% | +$83.8K | 0.22% | 93 |
|
|
2015
Q2 | $764K | Buy |
9,825
+1,037
| +12% | +$80.6K | 0.19% | 91 |
|
|
2015
Q1 | $687K | Sell |
8,788
-1,105
| -11% | -$86.4K | 0.17% | 101 |
|
|
2014
Q4 | $920K | Buy |
9,893
+2,685
| +37% | +$250K | 0.24% | 93 |
|
|
2014
Q3 | $631K | Buy |
7,208
+103
| +1% | +$9.02K | 0.2% | 108 |
|
|
2014
Q2 | $674K | Sell |
7,105
-947
| -12% | -$89.8K | 0.14% | 110 |
|
|
2014
Q1 | $725K | Buy |
+8,052
| New | +$725K | 0.15% | 99 |
|